Introducing Jason David
At Raymond James Investment Counsel, Jason manages portfolios for a select group of private clients, and works primarily with one of Ottawa's top independent accounting firms. The integration of tax and investment planning counsel results in a truly comprehensive wealth management service. As such, Jason specializes in complex situations, such as the sale of a business or the financial planning associated with professional corporations.
Jason holds a Chartered Investment Manager designation, has a degree in international business, a background in public accounting, and extensive experience in wealth management. His career in the investment industry began in 2003. Most recently, Jason spent six years at an Ottawa-based boutique portfolio management firm. He gained experience earlier in his career when he managed private client relationships at some of Canada's top bank-owned brokerage firms.
In his spare time, Jason enjoys outdoor sports that require endurance and individual focus, such as triathlons, back-country hiking, downhill skiing and whitewater canoeing. Jason's wife, daughter and son also share his passion for the outdoors. They are season pass holders at Whiteface Mountain and have a cabin in the Adirondacks, where they enjoy spending time together as a family.